Purchases and Sales Made in Q1 2022 in Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q1 2022. The information is specifically focused on institutions that hold shares of SCHWAB CHARLES CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.74K+ 59.31% |
$283K - $357K
|
10.1K
$809K
|
|
|
May 10, 2022
Q1 2022
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
3.63KNew |
$275K - $347K
|
3.63K
$292K
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
3.59K+ 3.06% |
$272K - $343K
|
121K
$9.74M
|
|
|
May 16, 2022
Q1 2022
|
Heron Bay Capital Management
|
BUY
|
- |
3.58K+ 6.05% |
$271K - $342K
|
62.9K
$5.06M
|
|
|
May 16, 2022
Q1 2022
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
3.58KNew |
$271K - $342K
|
3.58K
$288K
|
|
|
May 05, 2022
Q1 2022
|
Amf Tjanstepension Ab
|
BUY
|
- |
3.57K+ 0.6% |
$270K - $341K
|
603K
$48.5M
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
3.54K+ 16.42% |
$268K - $338K
|
25.1K
$2.02M
|
|
|
Apr 12, 2022
Q1 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
3.54KNew |
$268K - $338K
|
3.54K
$284K
|
|
|
May 09, 2022
Q1 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
3.53K+ 0.41% |
$267K - $337K
|
874K
$70.3M
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.5K+ 40.23% |
$265K - $334K
|
12.2K
$981K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.47K+ 10.33% |
$263K - $332K
|
37.1K
$2.98M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.43KNew |
$259K - $327K
|
3.43K
$276K
|
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.41K+ 5.97% |
$258K - $326K
|
60.6K
$4.87M
|
|
|
May 10, 2022
Q1 2022
|
Oak Thistle LLC
|
BUY
|
- |
3.34KNew |
$253K - $319K
|
3.34K
$268K
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.29K+ 1.56% |
$249K - $314K
|
215K
$17.3M
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.28K+ 95.65% |
$248K - $313K
|
6.7K
$539K
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.25K+ 65.67% |
$246K - $310K
|
8.19K
$659K
|
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.24K+ 3.77% |
$245K - $310K
|
89.2K
$7.18M
|
|
|
May 12, 2022
Q1 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
3.2KNew |
$242K - $306K
|
3.2K
$257K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.19K+ 21.65% |
$241K - $304K
|
17.9K
$1.44M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.15KNew |
$238K - $300K
|
3.15K
$253K
|
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
BUY
|
- |
3.14K+ 68.55% |
$238K - $300K
|
7.73K
$622K
|
|
|
May 13, 2022
Q1 2022
|
Lfl Advisers, LLC
Evanston, IL |
BUY
|
- |
3.14K+ 1.74% |
$238K - $300K
|
183K
$14.7M
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.07K+ 14.09% |
$232K - $293K
|
24.8K
$2M
|
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
BUY
|
- |
3.07KNew |
$232K - $293K
|
3.07K
$247K
|
|
|
Apr 21, 2022
Q1 2022
|
Empirical Finance, LLC
|
BUY
|
- |
3.07K+ 13.0% |
$232K - $293K
|
26.7K
$2.14M
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
3.04K+ 3.46% |
$230K - $290K
|
90.7K
$7.29M
|
|
|
May 13, 2022
Q1 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.98KNew |
$225K - $284K
|
2.98K
$240K
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
2.98K+ 37.64% |
$225K - $284K
|
10.9K
$876K
|
|
|
Jul 20, 2022
Q1 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
2.93KNew |
$222K - $280K
|
2.93K
$236K
|
|
|
Mar 10, 2023
Q1 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
2.93KNew |
$222K - $280K
|
2.93K
$236K
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
2.92K+ 7.54% |
$221K - $279K
|
41.7K
$3.35M
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.91KNew |
$220K - $278K
|
2.91K
$234K
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.86K+ 3.49% |
$216K - $273K
|
84.7K
$6.81M
|
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.83KNew |
$215K - $271K
|
2.83K
$228K
|
|
|
May 09, 2022
Q1 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.82KNew |
$214K - $270K
|
2.82K
$227K
|
|
|
Apr 13, 2022
Q1 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
2.77K+ 11.12% |
$209K - $264K
|
27.6K
$2.22M
|
|
|
May 09, 2022
Q1 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.72KNew |
$206K - $259K
|
2.72K
$218K
|
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
BUY
|
- |
2.7K+ 2.66% |
$205K - $258K
|
104K
$8.39M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.65K+ 25.42% |
$200K - $253K
|
13.1K
$1.05M
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.63KNew |
$199K - $251K
|
2.63K
$212K
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.61KNew |
$198K - $249K
|
2.61K
$210K
|
|
|
May 05, 2022
Q1 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.57KNew |
$195K - $246K
|
2.57K
$207K
|
|
|
May 16, 2022
Q1 2022
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
2.57K+ 5.31% |
$194K - $245K
|
51K
$4.1M
|
|
|
May 06, 2022
Q1 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
2.57K+ 44.43% |
$194K - $245K
|
8.35K
$672K
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.54KNew |
$193K - $243K
|
2.54K
$205K
|
|
|
May 16, 2022
Q1 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
2.53KNew |
$192K - $242K
|
2.53K
$204K
|
|
|
May 03, 2022
Q1 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
2.51K+ 0.29% |
$190K - $240K
|
854K
$68.7M
|
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.47K+ 28.2% |
$187K - $236K
|
11.2K
$902K
|
|
|
May 06, 2022
Q1 2022
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2.46KNew |
$186K - $235K
|
2.46K
$198K
|